Tax and bookkeeping
Silver
For when you can do the work, but you want to make sure its accurate.
Great for businesses that have employees to enter the transactions - we can review their work to ensure accuracy.
Starting at $229/month
Individual
Returns
1040 - $200*
No extra fee for itemizing
Includes 1 state return
Schedule D - +$125
Schedule E - +$150
Discounts will be given for early filing (February and earlier)*
Discounts will be given for filling out our Tax Organizar*
Business
Returns
Schedule C - $200
Form 1065 - $650
Form 1120/1120S - $750
Form 1041 - $450
Form 990 - $650
All forms include 1 state return
Advisory
Financial Advisory - $50 / hour
Management Advisory - $65 / hour
Tax Advisory - $85 / hour
Bookkeeping plans
Silver
- Subscription to Quickbooks Online Essentials
- Reconcile and Review all bank and credit card accounts monthly.
- Quarterly Financial Reports
You do the work, we make sure everything is accurate!
Starting at $229/month
- Subscription to Quickbooks Online Essentials
- Bi-weekly Transaction Coding
- Reconcile and Review all bank and credit card accounts monthly.
- Monthly Financial Reports
- Shared Dropbox Folder for Document Storage
With options for:
- Payroll
- Bill Pay
- Cash Flow Forecasting
- Sales Tax Filing
We'll take over from here!
Starting at $449/month
Gold
Platinum
- Subscription to Quickbooks Online Plus
- Twice per week Transaction Coding
- Reconcile and Review all bank and credit card accounts monthly.
- Monthly Financial Reports
- Payroll Processing
- Bill Pay
- Tracking Vendor w9s
- Distribution of 1099s
- Sales Tax Filing
- Year End Review
- Budget Assistance
- Shared Dropbox Folder for Document Storage
With options for:
- Cash Flow Forecasting
- Tax Consulting
- Project/Cost Tracking
Sit back. Relax.
We got this.
Starting at $699/month
Tax
- Subscription to Quickbooks Online Plus
- Twice per week Transaction Coding
- Reconcile and Review all bank and credit card accounts monthly.
- Monthly Financial Reports
- Payroll Processing
- Bill Pay
- Tracking Vendor w9s
- Distribution of 1099s
- Sales Tax Filing
- Year End Review
- Budget Assistance
- Shared Dropbox Folder for Document Storage
- Cash Flow Forecasting
- Tax Consulting
- Project/Cost Tracking
- One Business and One Personal Tax Return prepared and filed
- Lightning fast response time to any questions you have
Hakuna Matata.
Starting at $1099/month
Choose the package that fits your needs
CATCHING UP
Chances are that your record-keeping is a little behind. That's why you need us, right? We give free consultations to help you understand where you're behind and how we can help. After you're caught up, we talk with you one-on-one to transition you into one of our tiered monthly plans, based on the scale of your business.
FAQ
Why do I need a bookkeeper?
Bookkeeping is a critical aspect of your business. Tracking the progress or decline of your business helps you find solutions to problems that you wouldn't otherwise realize were there. You also need to have accurate bookkeeping to report your taxes correctly, and make the most of your legal deductions to save money.
Why are bookkeeping plan prices "starting at"?
Our plans are specifically tailored to your business, and because of that our prices vary between clients. Have a small business, one bank account, and only write a few checks a month? You'll be paying much less than the business with 10 accounts and over a hundred checks per month!
How do you decide your bookkeeping prices?
We review your accounts and books and evaluate how much time will be spent on your keeping your accounts up to date per month. We then evaluate if you have any additional needs or requests and factor that into the price as well.
How do I get started?
Give us a call, or send us an email. We'll then coordinate getting the documents that we need from you and then we'll begin working on your file right away!
